JP Morgan Private Wealth Advisors’s HMS Holdings Corp. HMSY Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2021
Q1
Sell
-18,136
Closed -$666K 1824
2020
Q4
$666K Buy
18,136
+37
+0.2% +$1.12K ﹤0.01% 1177
2020
Q3
$433K Sell
18,099
-331
-2% -$9.73K ﹤0.01% 1215
2020
Q2
$597K Buy
+18,430
New +$533K ﹤0.01% 1010
2016
Q2
Sell
-39,560
Closed -$567K 1335
2016
Q1
$567K Buy
39,560
+18,700
+90% +$232K 0.01% 707
2015
Q4
$258K Buy
20,860
+4,800
+30% +$54.6K ﹤0.01% 928
2015
Q3
$141K Buy
+16,060
New +$179K ﹤0.01% 967
2013
Q4
Sell
-557,723
Closed -$12M 718
2013
Q3
$12M Sell
557,723
-241,904
-30% -$5.91M 0.27% 104
2013
Q2
$18.6M Buy
+799,627
New +$19.8M 0.46% 66

Other funds holding HMSY

JP Morgan Private Wealth Advisors's HMSY Position: Q1 2021 in Review

JP Morgan Private Wealth Advisors sold out of HMS Holdings Corp. (HMSY) in Q1 2021, closing a stake of 18,136 shares — an estimated $666K sold.

JP Morgan Private Wealth Advisors first reported a position in HMSY in Q2 2013 and held it in 8 quarters. The position peaked at $18.6M in Q2 2013. 209 funds tracked by Wall St. Rank hold HMSY as of Q1 2021.

  • JP Morgan Private Wealth Advisors reported no remaining HMS Holdings Corp. position as of Q1 2021 after selling out during the quarter.
  • JP Morgan Private Wealth Advisors sold 18,136 HMS Holdings Corp. shares in Q1 2021, an estimated $666K.
  • JP Morgan Private Wealth Advisors first reported a position in HMS Holdings Corp. in Q2 2013 and held it in 8 quarters.
  • JP Morgan Private Wealth Advisors's HMS Holdings Corp. position peaked at $18.6M in Q2 2013.
  • 209 funds tracked by Wall St. Rank held HMS Holdings Corp. as of Q1 2021.

Based on JP Morgan Private Wealth Advisors's 13F filing for Q1 2021, filed 14 May 2021.